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次贷危机对中国经济产生冲击已成事实,中国经济转型在所难免。本文所论述的经济转型不是以往学者所讨论的体制转型,而特指结构转型。中国经济以往过度依赖出口和投资拉动,危机后出口受挫,再过度依赖投资势必引发产能过剩和需求不足的矛盾。本文作者认为,当前中国经济的首要任务是拉动内需,而拉动内需必须和改善民生、发展社会福利事业结合起来。当前应采取积极的财政政策,财政支出的重点在于消除民众消费的瓶颈,大力发展民生工程和社会福利事业,积极促进就业。
It is a fact that the subprime mortgage crisis has hit China’s economy. China’s economic restructuring is inevitable. The economic transformation discussed in this article is not the institutional transformation discussed by scholars in the past, but the structural transformation. In the past, China’s economy was excessively dependent on exports and investment. Its exports have been frustrated after the crisis. Over-reliance on investment will inevitably lead to conflicts over overcapacity and insufficient demand. The author believes that the primary task of the current Chinese economy is to boost domestic demand, and stimulating domestic demand must be combined with improving people’s livelihood and developing social welfare. Currently, a proactive fiscal policy should be adopted. The focus of fiscal expenditure should be to eliminate the bottleneck in consumer spending, vigorously develop livelihood projects and social welfare undertakings, and actively promote employment.